For CTO & IT Leaders

Architecture you can audit.

inflooens is a Salesforce-native platform with enterprise security, configuration-driven integrations, and an AI backend designed for compliance. Every component is auditable, every integration is configurable, every AI response is guardrailed.

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The Challenge

Sound familiar?

Mortgage point solutions create integration nightmares
Vendor lock-in limits flexibility and negotiating power
Security reviews reveal gaps in data handling
Implementation projects drag on for months
AI solutions lack transparency and compliance controls
Credit provider changes require months of development work
System Overview

Enterprise Architecture

Salesforce-native platform with AWS-powered AI microservices

inflooens System Architecture

Enterprise-grade mortgage platform on Salesforce

User Interface Layer
URLA LWC
Loan Dashboard
Luna Drawer
Admin Console
Salesforce PlatformYour Org, Your Data
Unified Data Model
Loan__c
Borrower_Application__c
Property__c
Credit_Pull_Details__c
Finance__c
Document__c
15+ objects • 2200+ fields
Apex Services
LunaContextController
CreditOrchestrationService
IntEncHTTPCalloutService
OutboundChainBatch
with sharing • CRUD/FLS
Security Model
Profile-based access
Field-level security
Record sharing rules
Audit trails
SOC 2 aligned
API Callouts
Webhooks
Luna AI Backend
AWS Lambda120s timeout
Claude Sonnet 4Analysis
PineconeVector DB
OpenAIEmbeddings
Encompass LOS
Sync ModeBidirectional
LatencyReal-time
MappingField-level
Loop Prevention✓ Enabled
Credit Providers
Encompass CreditPrimary
Meridian LinkSupported
Credit InterlinkSupported
Score Delivery< 10 sec
System_Error_Log__c
Webhook_Messages__c
PII-free logging

Every component runs within your Salesforce org with native security inheritance. External services communicate via authenticated callouts with full audit trails.

Unified Data Model

Single Source of Truth

15+ custom objects, 2200+ fields, all following Salesforce best practices

Closed-Loop Data Flow

Lead → Funding → Marketing with bidirectional Encompass sync

LeadGuided creation
CreditMulti-provider
LoanUnified data
CommsOmnichannel
DocsAI extraction
SyncBidirectional
BIAnalytics
Luna AI
Reads from every stage • Complete loan context
15+
Custom Objects
2,200+
Fields Mapped
< 2s
Real-time Sync
SOC 2
Security
LOS Integration

Bidirectional Encompass Sync

Real-time, field-level synchronization with automatic conflict resolution

Bidirectional Encompass Sync

Real-time, field-level synchronization with automatic conflict resolution

inflooens (Salesforce)
User Action
dynamicUpsert()
Dirty Flag Set
Outbound_Pending__c = true
Scheduler (60-120s)
OutboundSyncScheduler
Outbound
Real-time
Field-level
Inbound
Encompass (ICE)
API Endpoint
PATCH /loans/{guid}
Lock Type
Shared (non-blocking)
Webhooks
Event-driven inbound
OutboundChainBatch Processing
1
InitValidate
2
LockAcquire
3
LoanPATCH
4
CollectionsVOL/VOD/REO
5
UnlockRelease
6
DoneNotify
Loop Prevention
Context markers + timestamp checks
Auto-Retry
Exponential backoff on failure
Conflict Rules
Role-based field ownership
Inactivity Trigger
60-120s configurable
< 2s
Sync Latency
100%
Field Coverage
3
Max Retries
∞
Audit Trail
< 2s latency
Real-time Sync
100%
Field Coverage
Built-in
Loop Prevention
Configurable
Conflict Resolution
Credit Integration

Multi-Provider Credit Orchestration

Provider-agnostic architecture with sub-10s score delivery

Credit Pull Orchestration

Multi-provider, real-time credit orchestration with intelligent processing

Pull Credit UI
Joint • Individual • Dual-Individual • Co-Borrower
Mode Resolution
CreditOrchestrationService
1
Submit Order
Build payload, call API
< 1s
2
Poll Status
Exponential backoff
1-60s
3
Fast Path
Extract scores
< 10s
4
Heavy Path
Async liabilities
< 30s
Encompass Credit
Primary
Meridian Link
Supported
Credit Interlink
Supported
Success Path
Tri-bureau scores extracted✓
Lowest-median calculated✓
Liabilities ingested✓
PDF artifact stored✓
Error Handling
Bureau freeze detectionPer-bureau, per-party
No-hit handlingGraceful fallback
Retry strategyExponential backoff
Telemetry loggingSystem_Error_Log__c
< 10s
Score Delivery
< 30s
Liability Ingestion
4
Pull Modes
3
Providers
AI Architecture

Luna AI: Agentic Intelligence

RAG + tool-calling + real-time loan context

Luna AI Architecture

Agentic AI with RAG, tool-calling, and real-time loan context

Luna Drawer (LWC)
Analyze Tab • Ask Luna Tab • Actions Tab
LunaContextControllerQueries 15+ objects • 2200+ fields
Loan Context
Loan__c
Borrower_Application__c
Property__c
Financial Context
Credit_Pull_Details__c
Finance__c
Employment__c
Operations Context
Document__c
Task (Conditions)
Milestone_Tracking__c
Analyze Tab (Instant)
Anomaly Detection
20+ types • Role-aware
Predictions
UW approval • Stall risk
What-If Scenarios
DTI/LTV simulations
Loan Comparison
FHA/Conv/VA/USDA
Ask Luna (RAG + Tools)
Guideline RAG
5 agencies • Cited answers
Agentic Tool Calls
11 dynamic query tools
Conversation Memory
Multi-turn context
Guardrails
No rate quotes, no guarantees
AWS Lambda Orchestrator120s timeout
Embed
text-embedding-3-large
Search
Pinecone (5 namespaces)
Generate
Claude Sonnet 4
Respond
With citations
LunaToolRegistry - 11 Agentic Query Tools
query_liabilities
query_credit_details
query_loan_ratios
query_documents
query_conditions
query_property
query_timeline
query_employment
query_product_recommendation
query_pre_qualification
query_real_estate
30+ min
Time Saved
per loan
20+
Anomaly Types
detected
5
Guidelines
agencies
17
Features
AI-powered
Security & Compliance

Enterprise Security Controls

SOC 2 aligned practices with comprehensive audit trails

Security & Compliance Architecture

Enterprise-grade security aligned with SOC 2 and mortgage regulations

Access Control Layer
Profile-Based Access
• Loan Officer Profile
• Processor Profile
• Underwriter Profile
• Admin Profile
Field-Level Security
• SSN masked/hidden by role
• PII fields protected
• Compensation restricted
• FLS enforced in Apex
Record Sharing
• Owner-based hierarchy
• Role hierarchy
• Sharing rules by team
• Manual sharing for exceptions
Data Protection Layer
Encryption at Rest
Platform encryption
Encryption in Transit
TLS 1.2+
PII Masking
Debug logs sanitized
SSN Protection
Shield encryption
Audit Trails
System_Error_Log__c
All errors with masked PII
Webhooks_Messages__c
Sync audit with correlation IDs
Field History Tracking
Standard Salesforce tracking
Setup Audit Trail
Admin action logging
Regulatory Compliance
TCPA
Consent tracking, DNC enforcement
CAN-SPAM
Email compliance, unsubscribe
State Licensing
LO licensing verification
TRID
ALIENS field validation
Code Security Patterns
with sharing
All Apex classes
CRUD/FLS checks
Security.stripInaccessible()
SOQL injection
Bind variables only
XSS prevention
Output encoding
SOC 2 Aligned
GLBA Ready
Salesforce Trust

Access Control

All Apex runs with sharing. CRUD/FLS enforced on every query.

PII Protection

PII stripped before Lambda logging. Masked context in error logs.

Data Residency

Salesforce data stays in Salesforce. Luna receives structured context only.

Audit Trails

Full audit on all records. Webhook_Messages__c for integration logs.

AI Guardrails

System prompts prevent rate quotes, APR calcs, approval guarantees.

Configuration Control

Integration mappings in Custom Metadata. No code changes for provider swaps.

Luna AI Security

AI with enterprise guardrails

PII Never Logged
PII stripped before Lambda logging. Masked context in error logs.
Access Control
All Apex runs with sharing. CRUD/FLS enforced on every query.
Data Residency
Salesforce data stays in Salesforce. Luna receives structured context, not raw data exports.
Luna's Guardrails

Luna will not:

  • xQuote interest rates
  • xCalculate APR
  • xGuarantee loan approval
  • xProvide lock timing advice
  • xMake compliance determinations
  • xAccess data outside user permissions

System prompts include explicit guardrails. Luna provides guidance; humans make decisions.

Technical Specifications

Platform at a Glance

Enterprise-grade infrastructure details

// inflooens Technical Specifications
PlatformSalesforce (Lightning, Apex, LWC)
AI BackendAWS Lambda + Pinecone + Claude
Data Model15+ custom objects, 2200+ fields
LOS IntegrationBidirectional Encompass sync
Credit ProvidersEncompass, Meridian, Interlink
Securitywith sharing, CRUD/FLS enforced
ObservabilityWebhook_Messages__c, System_Error_Log__c
Lambda Timeout120 seconds max execution
Deep Dive

Technical documentation

Detailed architecture, security, and implementation guides

Architecture

Data model, component architecture, integration patterns.

View details

Security

Access control, data protection, compliance posture.

View details

Reliability

Uptime, monitoring, error handling, observability.

View details

Implementation

Deployment timeline, phased rollout, migration guides.

View details

1-Day Luna Implementation

Luna is native to Salesforce - no weeks of integration work. Configure your org, load guidelines, and go live. Full platform implementation follows a phased approach with dedicated technical resources.

View Implementation PlaybookTalk to Our Technical Team

Ready for a technical deep dive?

Review our architecture documentation or talk to our technical team about security, integrations, and implementation.

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